How big is Summit Energy's plan?

Summit Energy's plan reported $968K in assets and 14 participants for 2024.

Original filing (PDF)20250807184830NAL0004576928001

Summit Energy

Name: Summit Energy — Summit Energy 401(k) Plan & Trust, Form 5500 (2024)
Creator: Summit Energy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Energy 401(k) Plan & Trust

401(k) retirement plan · Summit Energy's Summit Energy 401(k) Plan & Trust held $968K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

People on this filing

Allison Noren signed Summit Energy's 2024 Form 5500 as plan administrator.

Allison Noren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Energy's EIN is 85-1999156.

EIN 85-1999156

Plan number 001

Plan year 2024

ACK ID 20250807184830NAL0004576928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Energy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Energy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT ENERGY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off